Client handovers on reassignment and partner practice controls
26 August 2026
Smoothly transition active work when reassigning client relationship managers with guided handover confirmations. Partners now also receive dedicated practice scopes, dashboard views, and permission controls.
New
- Clients: Prompt and confirm handovers when reassigning client managers or team members, ensuring ongoing tasks and successor details transfer seamlessly.
- Team → Edit employee: Configure partner-specific module access permissions and assign partner leads to staff members.
- Dashboard home: View a dedicated partner task queue and workload summary scoped directly to your practice portfolio.
Improved
- Dashboard home: Set due dates on undated tasks directly from the calendar strip on your dashboard.
- Team: Refined role labels and descriptions on employee profiles, and allowed partners to edit their own profile details.
- Scheduled jobs: Daily task manager digest emails now strictly scope tasks based on each staff member's organizational level.
- Dashboard home: Audit trail and activity feeds for partner logins now focus specifically on their assigned practice scope.
Fixed
- Dashboard home: Removed extra count links from the employee quick preview drawer when a team member has no assigned clients.